Touchstone Law Group LLP
#208 – 1664 Richter Street
Kelowna, B.C., V1Y 8N3
Office Tel: (250) 448-2637
Toll Free: 1 (855) 889-2637
Direct Fax: (778) 484-7101
info@touchstone.law
01
SEP
2022

Representation Agreements versus Advance Directives

When considering health care and incapacity planning, clients often wonder about the differences in representation agreements and advance directives. An advance directive is a written document that contains instructions that give or refuse consent to certain health care...
01
JUL
2022

Estate Planning for Disabled Beneficiaries

In British Columbia, the provincial government provides disability assistance for eligible persons with disabilities who need help completing daily living activities.  Individuals receiving disability related income support must meet certain strict criteria, including strict...
18
MAY
2022

Where to Keep your Estate Planning Documents

Finalizing your estate planning documents is an important step to ensuring that your affairs are in order to properly protect you and take care of your loved ones upon your passing.  Once you have your estate planning documents in place, you will need to decide where to keep...
18
JAN
2021

Your New Year’s Resolutions: Legal Edition

It’s a new year!  While many of us are probably happy to be waving goodbye to 2020, the start of a new year is a great time to review and assess your personal and corporate administrative matters.  This last year introduced some new requirements that clients should be aware of...
04
JAN
2021

Estate Planning For A Blended Family

  The typical construct of a modern family is increasingly becoming, more often than not, blended families. If you are one of the many with a blended family and considering creating or updating your succession or estate plan, it is important to discuss your family dynamic with...
27
OCT
2020

The Probate and Estate Administration Process: How to Prepare Your Listing of Estate Assets and Liabilities

  Probate is the legal process in which a deceased’s will is reviewed by a court of law to determine whether it is valid and authentic. It is also related to the general administration of a deceased’s estate. Estate Administration refers to the legal process of administering and...
21
APR
2020

COVID-19 At Home Project Ideas – Wills and Estates

  Many British Columbians are currently at home due to self-isolation, mandatory quarantine or lay offs and in search of projects to pass the time. Believe it or not, there are a number of projects related to your legal affairs that you can tackle from the comfort of your own...
02
MAR
2020

Does the Will Govern all a Person’s Assets?

  We are often asked how it works with a person’s assets after their death.  Are all the assets dealt with by the Will and administered by their executor?  In other words, do all their assets fall into their estate? The short and simple (and favourite) answer is – not...
18
FEB
2020

Incapacity Planning

  This article discusses three commonly used incapacity planning documents: Power of Attorney, Representation Agreement and Advance Directive. Power of Attorney A Power of Attorney (“POA”) is a legal document that allows you to give legal authority to a trusted person (yo...
03
FEB
2020

Introduction to Wills Variation Claims

  Under the British Columbia Wills, Estates and Succession Act (“WESA”), a spouse or child has the right to challenge the distribution of assets set out in a deceased’s will.  This is called a “wills variation claim”, and the right to bring such a claim is...
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